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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.08B
T. Rowe Price Capital Appreciation
Price$35.53
Change-$0.14 (-0.39%)
VolumeN/A
Net Assets70.59B
ERIFX vs PRWCX Comparison Chart in %
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ERIFX vs. PRWCX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERIFX is a StrongBuy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.6B vs. ERIFX (1.08B). PRWCX pays higher dividends than ERIFX: PRWCX (1.78) vs ERIFX (0.94). ERIFX was incepted earlier than PRWCX: ERIFX (10 years) vs PRWCX (40 years). ERIFX (1.22) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. ERIFX (5.00). ERIFX has a lower initial minimum investment than PRWCX: ERIFX (1000) vs PRWCX (2500). ERIFX annual gain was more profitable for investors over the last year : 4.64 vs. PRWCX (1.91). ERIFX return over 5 years is better than : 17.08 vs. PRWCX (12.56).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | 1.22 | 0.71 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.74 | 165% |
| Fund Existence | 10 years | 40 years | - |
| Gain YTD | -0.242 | -0.224 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 70.6B | 2% |
| Annual Yield % from dividends | 0.94 | 1.78 | 53% |
| Returns for 1 year | 4.64 | 1.91 | 243% |
| Returns for 3 years | 33.52 | 20.22 | 166% |
| Returns for 5 years | 17.08 | 12.56 | 136% |
| Returns for 10 years | N/A | 73.90 | - |
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